OAJ
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Ogorek Anthony Joseph’s First Trust Managed Municipal ETF FMB Stock Holding History

Ogorek Anthony Joseph’s Portfolio FMB Stock Details FMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$399K Buy
7,890
+227
+3% +$11.7K 0.11% 56
2025
Q4 		$391K Sell
7,663
-22,523
-75% -$1.15M 0.11% 56
2025
Q3 		$1.53M Sell
30,186
-74
-0.2% -$3.7K 0.44% 36
2025
Q2 		$1.51M Buy
30,260
+245
+0.8% +$12.2K 0.47% 35
2025
Q1 		$1.51M Buy
30,015
+194
+0.7% +$9.89K 0.5% 32
2024
Q4 		$1.52M Buy
29,821
+69
+0.2% +$3.55K 0.48% 34
2024
Q3 		$1.54M Sell
29,752
-2,307
-7% -$119K 0.53% 29
2024
Q2 		$1.64M Sell
32,059
-4,680
-13% -$239K 0.57% 31
2024
Q1 		$1.89M Buy
36,739
+275
+0.8% +$14.2K 0.66% 28
2023
Q4 		$1.88M Sell
36,464
-11,467
-24% -$570K 0.68% 28
2023
Q3 		$2.34M Sell
47,931
-578
-1% -$29K 0.92% 32
2023
Q2 		$2.46M Sell
48,509
-1,138
-2% -$57.7K 0.94% 30
2023
Q1 		$2.53M Buy
49,647
+4,490
+10% +$228K 1.03% 29
2022
Q4 		$2.26M Sell
45,157
-148,721
-77% -$7.37M 0.98% 36
2022
Q3 		$9.45M Sell
193,878
-341
-0.2% -$17.3K 4.49% 7
2022
Q2 		$9.83M Sell
194,219
-4,957
-2% -$254K 4.52% 7
2022
Q1 		$10.6M Buy
199,176
+5,803
+3% +$319K 4.33% 9
2021
Q4 		$11M Sell
193,373
-1,277
-0.7% -$72.5K 4.71% 6
2021
Q3 		$11.1M Buy
194,650
+3,559
+2% +$204K 5.04% 6
2021
Q2 		$10.9M Buy
191,091
+2,699
+1% +$154K 4.9% 6
2021
Q1 		$10.6M Sell
188,392
-20,567
-10% -$1.17M 5.24% 6
2020
Q4 		$11.9M Sell
208,959
-30,375
-13% -$1.7M 6.35% 5
2020
Q3 		$13.3M Buy
239,334
+7,518
+3% +$419K 7.84% 4
2020
Q2 		$12.8M Buy
231,816
+455
+0.2% +$24.5K 9.02% 4
2020
Q1 		$12.5M Buy
231,361
+11,197
+5% +$622K 6.8% 5
2019
Q4 		$12.2M Buy
220,164
+17,770
+9% +$986K 5.96% 8
2019
Q3 		$11.2M Buy
202,394
+4,805
+2% +$267K 6.72% 6
2019
Q2 		$10.8M Sell
197,589
-5,636
-3% -$306K 7.29% 7
2019
Q1 		$10.9M Buy
+203,225
New +$10.8M 7.26% 7

Other funds holding FMB

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Ogorek Anthony Joseph's FMB Position: Q1 2026 in Review

Ogorek Anthony Joseph increased its First Trust Managed Municipal ETF (FMB) stake by 3% in Q1 2026, buying an estimated $11.7K and bringing the position to 7,890 shares worth $399K. The position accounts for 0.11% of the portfolio, ranked #56.

Ogorek Anthony Joseph first reported a position in FMB in Q1 2019 and has held it in 29 quarters since. The position peaked at $13.3M in Q3 2020. 296 funds tracked by Wall St. Rank hold FMB as of Q1 2026.

  • Ogorek Anthony Joseph held 7,890 shares of First Trust Managed Municipal ETF worth $399K as of Q1 2026.
  • Ogorek Anthony Joseph bought 227 First Trust Managed Municipal ETF shares in Q1 2026, an estimated $11.7K.
  • First Trust Managed Municipal ETF made up 0.11% of Ogorek Anthony Joseph's portfolio in Q1 2026, its #56 holding.
  • Ogorek Anthony Joseph first reported a position in First Trust Managed Municipal ETF in Q1 2019 and has held it in 29 quarters since.
  • Ogorek Anthony Joseph's First Trust Managed Municipal ETF position peaked at $13.3M in Q3 2020.
  • 296 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q1 2026.

Based on Ogorek Anthony Joseph's 13F filing for Q1 2026, filed 11 May 2026.